Seven Hills Realty Trust
SEVN- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001452477
No open-market purchases or sales by Seven Hills Realty Trust insiders were filed in the last 90 days; 93 institutions reported holding it in 13F filings for Q2 2026, worth $65.8M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Seven Hills Realty Trust as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 93
- +4 vs. Q1 2026
- Shares held
- 7.80M
- +217.9K (+2.9%) vs. Q1 2026
- Total value
- $65.8M
- +$3.43M (+5.5%) vs. Q1 2026
- New holders
- 11
- 46 more added
- Sold out
- 7
- 21 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SEVN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 93 | $65.8M |
| Q1 2026 | 90 | $62.3M |
| Q4 2025 | 78 | $66.8M |
| Q3 2025 | 71 | $47.8M |
| Q2 2025 | 65 | $53.6M |
| Q1 2025 | 61 | $55.5M |
| Q4 2024 | 58 | $59.2M |
| Q3 2024 | 53 | $59.9M |
| Q2 2024 | 51 | $56.0M |
| Q1 2024 | 47 | $51.5M |
| Q4 2023 | 48 | $49.5M |
| Q3 2023 | 42 | $39.2M |
| Q2 2023 | 34 | $31.1M |
| Q1 2023 | 36 | $37.7M |
| Q4 2022 | 34 | $30.2M |
| Q3 2022 | 34 | $30.1M |
| Q2 2022 | 30 | $34.1M |
| Q1 2022 | 25 | $28.8M |
| Q4 2021 | 28 | $31.0M |
| Q3 2021 | 2 | $36.0K |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Seven Hills Realty Trust; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $9 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $9 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 10 | $85 | 0.00% | +10 | New |
| Parallel Advisors, LLC | 14 | $118 | 0.00% | +14 | New |
| Caitong International Asset Management Co., Ltd | 14 | $118 | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 21 | $177 | 0.00% | +21 | New |
| Farther Finance Advisors, LLC | 46 | $389 | 0.00% | +42+1,050.0% | Added |
| True Wealth Design, LLC | 49 | $414 | 0.00% | +38+345.5% | Added |
| Rothschild Investment LLC | 52 | $438 | 0.00% | +2+4.0% | Added |
| Ares Financial Consulting, LLC | 87 | $733 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 116 | $978 | 0.00% | +106+1,060.0% | Added |
| Covestor Ltd | 140 | $1.00K | 0.00% | +45+47.4% | Added |
| EverSource Wealth Advisors, LLC | 119 | $1.00K | 0.00% | +93+357.7% | Added |
| Allworth Financial LP | 170 | $1.43K | 0.00% | +136+400.0% | Added |
| Jones Financial Companies LLLP | 175 | $1.58K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 206 | $1.74K | 0.00% | +143+227.0% | Added |
| Simplex Trading, LLC | 252 | $2.12K | 0.00% | −416−62.3% | Reduced |
| California State Teachers Retirement System | 308 | $2.60K | 0.00% | −887−74.2% | Reduced |
| Trust Co of Toledo NA | 408 | $3.44K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 413 | $3.48K | 0.00% | −318−43.5% | Reduced |
| Triumph Capital Management | 481 | $4.05K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 483 | $4.07K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 751 | $6.33K | 0.00% | +749+37,450.0% | Added |
| New York State Common Retirement Fund | 1,000 | $8.43K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,253 | $10.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,263 | $10.6K | 0.00% | +490+63.4% | Added |
| Tower Research Capital LLC (TRC) | 1,421 | $12.0K | 0.00% | −2,771−66.1% | Reduced |
| TFC Financial Management | 1,441 | $12.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,464 | $12.3K | 0.00% | +1,455+16,166.7% | Added |
| BNP Paribas Arbitrage, SA | 2,122 | $17.9K | 0.00% | −1,957−48.0% | Reduced |
| Legal & General Group Plc | 2,394 | $20.2K | 0.00% | +597+33.2% | Added |
| UBS Asset Management Americas Inc | 2,463 | $20.8K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,850 | $24.0K | 0.00% | +2,850 | New |
| STRS Ohio | 3,900 | $32.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,407 | $37.0K | 0.00% | +2,774+169.9% | Added |
| Advisor Group Holdings, Inc. | 5,802 | $48.9K | 0.00% | +2,122+57.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,971 | $58.8K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 7,129 | $60.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,573 | $80.7K | 0.00% | +8,928+1,384.2% | Added |
| JPMorgan Chase & Co | 9,596 | $81.8K | 0.00% | +623+6.9% | Added |
| Citigroup Inc | 10,241 | $86.3K | 0.00% | +6,962+212.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 10,296 | $86.8K | 0.00% | −382−3.6% | Reduced |
| Susquehanna International Group, LLP | 10,502 | $88.5K | 0.00% | −45,055−81.1% | Reduced |
| Creative Planning | 10,846 | $91.4K | 0.00% | −355−3.2% | Reduced |
| Marshall Wace, LLP | 11,664 | $98.3K | 0.00% | +11,664 | New |
| MetLife Investment Management | 13,190 | $111.2K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 14,000 | $118.0K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 14,200 | $119.7K | 0.00% | +3,000+26.8% | Added |
| LPL Financial LLC | 14,811 | $124.9K | 0.00% | −3,762−20.3% | Reduced |
| Rhumbline Advisers | 15,199 | $128.1K | 0.00% | +1,258+9.0% | Added |
| SEI Investments Co | 17,044 | $143.7K | 0.00% | −5,700−25.1% | Reduced |
| Ameriprise Financial Inc | 17,300 | $145.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 17,365 | $146.4K | 0.00% | −7,806−31.0% | Reduced |
| Price T Rowe Associates Inc | 18,344 | $155.0K | 0.00% | +4,572+33.2% | Added |
| Deutsche Bank AG | 18,500 | $156.0K | 0.00% | +609+3.4% | Added |
| AE Wealth Management LLC | 18,578 | $156.6K | 0.00% | +1,146+6.6% | Added |
| Russell Investments Group, Ltd. | 18,601 | $156.8K | 0.00% | +14,937+407.7% | Added |
| Wells Fargo & Company | 19,285 | $162.6K | 0.00% | +10,580+121.5% | Added |
| Bank of America Corp | 20,093 | $169.4K | 0.00% | −5,685−22.1% | Reduced |
| Adapt Wealth Advisors, LLC | 20,510 | $172.9K | 0.06% | −4,775−18.9% | Reduced |
| Invesco Ltd. | 24,777 | $208.9K | 0.00% | +2,043+9.0% | Added |
| Smith Asset Management Co., LLC | 29,326 | $247.2K | 0.19% | −2,727−8.5% | Reduced |
| Acadian Asset Management LLC | 30,650 | $258.0K | 0.00% | +30,650 | New |
| O'Shaughnessy Asset Management, LLC | 30,650 | $258.4K | 0.00% | +2,368+8.4% | Added |
| Arrowstreet Capital, Limited Partnership | 31,012 | $261.4K | 0.00% | +31,012 | New |
| Prelude Capital Management, LLC | 35,000 | $295.1K | 0.02% | +5,000+16.7% | Added |
| Abel Hall, LLC | 37,849 | $319.1K | 0.06% | +37,849 | New |
| FMR LLC | 39,765 | $335.2K | 0.00% | +38,508+3,063.5% | Added |
| Odyssean, LLC | 41,973 | $353.8K | 0.06% | +31,189+289.2% | Added |
| Nuveen, LLC | 44,026 | $371.1K | 0.00% | +7,746+21.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 54,812 | $462.0K | 0.00% | +961+1.8% | Added |
| Bank of New York Mellon Corp | 55,681 | $469.4K | 0.00% | +5,298+10.5% | Added |
| Cerity Partners LLC | 60,139 | $507.0K | 0.00% | +2,878+5.0% | Added |
| Charles Schwab Investment Management Inc | 69,920 | $589.4K | 0.00% | +4,783+7.3% | Added |
| Qube Research & Technologies Ltd | 70,028 | $590.3K | 0.00% | +46,309+195.2% | Added |
| AQR Capital Management LLC | 77,199 | $650.8K | 0.00% | +61,218+383.1% | Added |
| Flat Footed LLC | 83,043 | $700.1K | 0.12% | −350,149−80.8% | Reduced |
| Lido Advisors, LLC | 86,106 | $725.9K | 0.00% | −36,932−30.0% | Reduced |
| Renaissance Technologies LLC | 87,034 | $733.7K | 0.00% | −10,200−10.5% | Reduced |
| UBS Group AG | 90,982 | $767.0K | 0.00% | +34,626+61.4% | Added |
| Penserra Capital Management LLC | 146,633 | $1.24M | 0.01% | +12,671+9.5% | Added |
| Vanguard Portfolio Management LLC | 149,032 | $1.26M | 0.00% | +21,213+16.6% | Added |
| Vanguard Fiduciary Trust Co | 150,236 | $1.27M | 0.00% | +7,668+5.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 163,500 | $1.38M | 0.00% | +1,300+0.8% | Added |
| Goldman Sachs Group Inc | 180,657 | $1.52M | 0.00% | +8,733+5.1% | Added |
| Northern Trust Corp | 189,205 | $1.59M | 0.00% | +10,728+6.0% | Added |
| Riverbridge Partners LLC | 243,649 | $2.05M | 0.06% | +2,068+0.9% | Added |
| Independent Advisor Alliance | 336,118 | $2.83M | 0.07% | −40,716−10.8% | Reduced |
| State Street Corp | 366,873 | $3.09M | 0.00% | +11,126+3.1% | Added |
| Geode Capital Management, LLC | 600,686 | $5.07M | 0.00% | −26,406−4.2% | Reduced |
| Vanguard Capital Management LLC | 875,101 | $7.38M | 0.00% | −128,240−12.8% | Reduced |
| Morgan Stanley | 889,511 | $7.50M | 0.00% | −4,030−0.5% | Reduced |
| BlackRock, Inc. | 2,050,312 | $17.3M | 0.00% | +434,823+26.9% | Added |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −28,511−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −1,896−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Security National Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |